Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
Fund House: Sundaram Mutual Fund| Category: Equity: Focused |
| Launch Date: 05-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.28% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,007.19 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 43% | Exit Load: W.E.F Dec 31, 2021 If Units purchased/ switchin within 7 days from the date of allotment 0.25%. NIL after 7 days from the date of allotment |
143.5577
-0.91 (-0.6304%)
14.77%
Benchmark: 12.16%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
-5 Years -5 Months
1 Years 5 Months
3 Years 7 Months
8 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.9 |
| Sharpe Ratio | 0.38 |
| Alpha | -1.06 |
| Beta | 0.93 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | 05-01-2013 | 2.07 | 16.37 | 11.35 | 19.0 | 11.58 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 12.57 | 31.54 | 18.53 | - | - |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 10.95 | 24.51 | 22.85 | 28.43 | 13.12 |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 10.66 | 23.18 | 15.64 | 18.8 | 10.49 |
| Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 9.21 | - | - | - | - |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 9.08 | 19.26 | 10.89 | 16.27 | 12.85 |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 8.36 | 21.87 | 13.65 | 17.63 | 10.09 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 7.95 | 24.69 | 19.1 | 26.73 | 12.46 |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 6.18 | 19.37 | 14.94 | - | - |
| ITI Focused Equity Fund - Regular Plan - Growth | 19-06-2023 | 5.15 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.44%
Others
3.41%
Large Cap
75.94%
Mid Cap
8.23%
